JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$3.25M ﹤0.01%
382,664
+361,232
2202
$3.24M ﹤0.01%
174,445
+165,948
2203
$3.23M ﹤0.01%
62,986
+6,678
2204
$3.22M ﹤0.01%
187,750
-21,650
2205
$3.21M ﹤0.01%
111,128
-33,957
2206
$3.21M ﹤0.01%
72,426
+7,157
2207
$3.21M ﹤0.01%
185,778
+157,261
2208
$3.2M ﹤0.01%
153,976
-26,123
2209
$3.19M ﹤0.01%
109,039
-9,691
2210
$3.19M ﹤0.01%
89,548
-57,990
2211
$3.19M ﹤0.01%
+385,702
2212
$3.19M ﹤0.01%
434,921
+73,850
2213
$3.19M ﹤0.01%
74,036
+13,565
2214
$3.18M ﹤0.01%
31,282
-279,554
2215
$3.18M ﹤0.01%
149,468
-17,348
2216
$3.17M ﹤0.01%
85,338
-4,231
2217
$3.17M ﹤0.01%
65,892
+21,264
2218
$3.17M ﹤0.01%
99,953
+72,141
2219
$3.15M ﹤0.01%
66,246
-32,030
2220
$3.15M ﹤0.01%
125,773
-52,836
2221
$3.14M ﹤0.01%
74,318
+17,157
2222
$3.14M ﹤0.01%
78,138
+31,349
2223
$3.14M ﹤0.01%
82,718
-13,275
2224
$3.13M ﹤0.01%
501,617
-4,883
2225
$3.13M ﹤0.01%
185,835
-52,048